| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William Jeffrey Draper Strategic Planning Group LLC | 76,776 | $12.23M | $11.08M | -$1.14M | -9.34% |
Spencer Rand Five Oceans Advisors | 2,727 | $217,648.48 | $401,182.6 | $183,534.12 | 84.33% |
| TH Teodora Harrop Border to Coast Pensions Partnership Ltd | 381,545 | $30.98M | $55.14M | $24.16M | 77.96% |
S. Hardy Taylor Heritage Investment Group Inc. | 1,343 | $206,304.32 | $197,521.72 | -$8,782.6 | -4.26% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 1,652 | $205,439.6 | $238,548.8 | $33,109.2 | 16.12% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 7,876 | $871,690.92 | $1.16M | $285,608.52 | 32.76% |
| HFR Herbert F. Reilly III HFR Wealth Management LLC | 129,485 | $8.46M | $18.75M | $10.28M | 121.5% |
Katie Smith Delos Wealth Advisors LLC | 97 | $14,695.5 | $14,280.34 | -$415.16 | -2.83% |
Kevin B. Crawford JB Capital LLC | 1,427 | $206,603.23 | $210,040.13 | $3,436.9 | 1.66% |
Richard Slavik Newbridge Financial Services Group Inc. | 646 | $99,232.06 | $93,398.68 | -$5,833.38 | -5.88% |
Kurt Van Dyken Lifeworks Advisors LLC | 31,865 | $4.96M | $4.69M | -$271,518.87 | -5.48% |
Adam J. Peck Riverwater Partners LLC | 1,886 | $195,883.77 | $277,458.89 | $81,575.12 | 41.64% |
| EJL Emery J. Levick US Asset Management LLC | 2,720 | $180,027.92 | $392,387.2 | $212,359.28 | 117.96% |
Kimberly Cappellano Private Wealth Asset Management LLC | 11,311 | $1.53M | $1.63M | $96,856.09 | 6.32% |
Sima Elimelech Activest Wealth Management | 586 | $90,015.46 | $84,723.88 | -$5,291.58 | -5.88% |
Christina Forster Pazienza Guardian Partners Inc. | 762 | $115,443 | $112,139.73 | -$3,303.27 | -2.86% |
Robert Tutela Essex LLC | 2,711 | $178,871.78 | $399,316.74 | $220,444.96 | 123.24% |
Troy Winegarner Strong Tower Advisory Services | 2,167 | $240,153.06 | $312,860.62 | $72,707.56 | 30.28% |
Brian Baylis Bell Investment Advisors Inc. | 746 | $73,208.63 | $107,856.68 | $34,648.05 | 47.33% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 21,918 | $3.1M | $3.22M | $120,733.62 | 3.89% |